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| Parisi Gray Wealth Management LLC
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| CRD # | 286388 |
| SEC # | 801-108904 |
| CIK # | 0001716659 |
| AUM | 796.0 M (2026-02-05) |
| Employees | 7 (29% Investors, 14% Brokers) |
| Phone | 973-358-4921 |
| Address | 5 Cold Hill Road S Mendham, NJ 07945 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001716659 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.4 | ||
| Apple Inc | 15.7 | ||
| Alphabet Inc | 13.5 | ||
| Palantir Technologies Inc | 13.5 | ||
| Microsoft Corp | 9.6 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Mastercard Inc | 8.2 | ||
| Lilly Eli & Co | 7.5 | ||
| Advanced Micro Devices Inc | 6.7 | ||
| Goldman Sachs Group Inc | 6.2 | ||
| Costco Wholesale Corp /NEW | 6.1 | ||
| Facebook Inc | 5.9 | ||
| Amazon Com Inc | 5.8 | ||
| Broadcom Inc | 5.7 | ||
| Tesla Motors Inc | 5.4 | ||
| Alphabet Inc | 5.4 | ||
| Lam Research Corp | 5.2 | ||
| Home Depot Inc | 5.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 40.2 |
| (b) Individuals (high net worth individuals) | 108 | 755.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,083 | 796.0 |
| By Discretionary | ||
| Discretionary | 1,059 | 781.8 |
| Non-Discretionary | 24 | 14.3 |
| Total | 1,083 | 796.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 796.0 | |
| Total | 1,083 | 796.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001716659] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Relevant Wealth Advisors LLC
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CA | 799.0 M |
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Proffitt & Goodson Inc
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Folger Nolan Fleming Douglas Incorporated
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DC | 797.4 M |
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Brady Martz Wealth Solutions LLC
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ND | 795.3 M |
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Hurlow Wealth Management Group Inc
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IN | 794.4 M |
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BHK Investment Advisors LLC
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AL | 794.1 M |
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Fortress Wealth Planning LLC
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FL | 793.9 M |
|
Clayton Financial Group LLC
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MO | 793.8 M |
|
Wealth Management Partners LLC
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AZ | 793.5 M |
|
Ackerman Asset Management LLC
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793.5 M |